INVESTMENT MANAGERS SER TR I

Watch

Share

TickerCHGX

Sector · IndustryUnknownUnknown

SecurityETF · UQ

CUSIP46144X107

Ask AIAsk AI about CHGX

CHGX institutional ownership changes in Q2 2025: 0 institutions opened or added positions, 15 trimmed or exited. CHGX (INVESTMENT MANAGERS SER TR I) is held by 0 institutional investors as of Q2 2025. Net institutional sentiment: Bearish.

0

Holders

$0

Total Value

0% (15)

Consensus

0 buying - 15 selling

Fund holdings as of Jun 30, 2025

No verdict yet — fewer than 2 funds hold CHGX.

Top Holders

FundsInsidersCongressActivists

Holdings (0)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
PNC Financial Services Group, Inc.	Exited	0(-100.0%)	$51,631	0.0%	—	0
Pathstone Holdings, LLC	Exited	0(-100.0%)	$455,363	0.0%	—	0
Cetera Investment Advisers	Exited	0(-100.0%)	$449,950	0.0%	—	0
Wells Fargo & Company	Exited	0	$3	0.0%	—	0
Osaic Holdings, Inc.	Exited	0(-100.0%)	$824,368	0.0%	—	0
Citadel Advisors LLC	Exited	0(-100.0%)	$464,496	0.0%	—	0
LPL Financial LLC	Exited	0(-100.0%)	$1.5M	0.0%	—	0
HighTower Advisors, LLC	Exited	0(-100.0%)	$526,365	0.0%	—	0
Private Advisor Group, LLC	Exited	0(-100.0%)	$1.1M	0.0%	—	0
Commonwealth Equity Services, LLC	Exited	0(-100.0%)	$2.5M	0.0%	—	0
Envestnet Asset Management Inc.	Exited	0(-100.0%)	$1.1M	0.0%	—	0
FMR LLC	Exited	0(-100.0%)	$131,833	0.0%	—	0
Royal Bank of Canada	Exited	0(-100.0%)	$395,000	0.0%	—	0
Morgan Stanley	Exited	0(-100.0%)	$221,554	0.0%	—	0
Steward Partners Investment Advisory, LLC	Exited	0(-100.0%)	$74,795	0.0%	—	0

Loading insider trades…

Loading Congress trades…

Loading activist filings…

CHGXINVESTMENT MANAGERS SER TR I

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFiserv, Inc.

336 holders · $21.1B

SPYState Street SPDR S&P 500 ETF

296 holders · $348.5B

IVViShares Core S&P 500 ETF

263 holders · $566.9B

QQQInvesco QQQ Trust, Series 1

246 holders · $125.8B

VOOVanguard S&P 500 ETF

246 holders · $265B

IWMiShares Russell 2000 ETF

242 holders · $68.1B

GLDSPDR Gold Shares

238 holders · $33.2B

XLFState Street Financial Select

225 holders · $31.5B

XLEState Street Energy Select Sec

223 holders · $17.3B

EFAISHARES MSCI EAFE ETF

221 holders · $47.1B

Questions investors ask about CHGX

Who owns CHGX?

0 institutional investors held CHGX on June 30, 2025, according to their 13F filings.

How many hedge funds hold CHGX?

0 institutional investors reported CHGX in their 13F filings for the quarter ended June 30, 2025.

Are institutions buying or selling CHGX?

Selling, on balance. In Q2 2025, 15 institutions trimmed or exited CHGX and 0 institutions opened or added to positions.

High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer